We are live on ! Find out more
BAC icon

Bank of America

2,946 hedge funds and large institutions have $224B invested in Bank of America in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 1,161 increasing their positions, 1,252 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 132

5% more capital invested

Capital invested by funds: $214B → $224B (+$10.8B)

1% more funds holding in top 10

Funds holding in top 10: 108109 (+1)

1% more funds holding

Funds holding: 2,9192,946 (+27)

0.54% more ownership

Funds ownership: 71.6%72.13% (+0.54%)

7% less repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 1,252

25% less call options, than puts

Call options by funds: $4.56B | Put options by funds: $6.11B

Holders
2,946
Holders Change
+27
Holders Change %
+0.92%
% of All Funds
42.54%
Holding in Top 10
109
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.93%
% of All Funds
1.57%
New
198
Increased
1,161
Reduced
1,252
Closed
132
Calls
$4.56B
Puts
$6.11B
Net Calls
-$1.55B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
WG
2451
Wealth Group
North Carolina
$286K -$2.84K -74 -1%
FA
2452
Fiduciary Alliance
South Carolina
$286K +$268K +6,981 New
APWA
2453
Atlas Private Wealth Advisors
New Jersey
$285K +$275K +7,168 New
HFS
2454
Heritage Financial Services
Massachusetts
$284K -$107K -2,780 -28%
PAG
2455
Paladin Advisory Group
Iowa
$284K
SLT
2456
St Louis Trust
Missouri
$283K -$13.4K -350 -5%
BFA
2457
Beacon Financial Advisory
Ohio
$283K -$768K -20,049 -74%
CFC
2458
Coyle Financial Counsel
Illinois
$283K
AIA
2459
Acute Investment Advisory
Arizona
$283K
GGS
2460
Galvin Gaustad & Stein
Arizona
$282K
ITIM
2461
Indiana Trust & Investment Management
Indiana
$282K +$115K +3,003 +73%
SPP
2462
Single Point Partners
Massachusetts
$282K -$26.3K -687 -9%
M1FG
2463
Mach-1 Financial Group
Arkansas
$282K +$27K +705 +11%
SSWM
2464
Strait & Sound Wealth Management
California
$282K -$53.5K -1,395 -16%
JAM
2465
JCIC Asset Management
Ontario, Canada
$281K +$26.4K +690 +11%
CW
2466
CIC Wealth
Maryland
$281K -$19K -497 -7%
BWG
2467
Beta Wealth Group
California
$281K -$131K -3,411 -33%
FBC
2468
Fairfield, Bush & Co
Connecticut
$281K -$39.9K -1,040 -13%
I
2469
INVST
Indiana
$280K +$1.23K +32 +0.5%
IC
2470
Iconiq Capital
California
$280K +$270K +7,045 New
WCWM
2471
Willow Creek Wealth Management
California
$280K +$1.23K +32 +0.5%
FCG
2472
Fielder Capital Group
Tennessee
$280K +$34.4K +897 +15%
DCM
2473
Donaldson Capital Management
Indiana
$280K -$3.79K -99 -1%
ACP
2474
Arcus Capital Partners
Georgia
$280K +$19.7K +515 +8%
PCM
2475
Pennsylvania Capital Management
Pennsylvania
$279K

BAC Hedge Fund Activity: Q2 2024 in Review

2,946 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2024, worth a combined $224B — up 5% from $214B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new BAC positions and 132 closed out — a net gain of 66 holders — while 1,161 added to existing stakes and 1,252 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.09B. The largest seller was Parnassus Investments, cutting an estimated $772M.

  • 2,946 institutional investors held Bank of America (BAC) as of Q2 2024, up from 2,919 in Q1 2024.
  • Funds reported $224B of Bank of America stock for Q2 2024, up 5% quarter-over-quarter.
  • 198 funds opened new Bank of America positions in Q2 2024 and 132 closed out, a net change of +66 holders.
  • The largest Bank of America buyer in Q2 2024 was Capital World Investors, an estimated $1.09B added.
  • The largest Bank of America seller in Q2 2024 was Parnassus Investments, an estimated $772M sold.

Based on aggregated 13F filings for Q2 2024.